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860 commits 14 branches 28 tags 24 MiB
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225 commits

Author SHA1 Message Date
Josh Pigford
41dff228e8 Crop profile images 2024-10-08 14:25:34 -05:00
Josh Pigford
78b0674052 Support for Cloudflare R2 2024-10-08 13:05:45 -05:00
Zach Gollwitzer
2f6479f058
Add empty states to account summary page (#1265) 
* Add empty states to account summary page

* Liability icon fix

* Normalize translations

* Clean up modal styles

* Account color updates

* Lint fixes

* Test fix
 2024-10-08 13:00:35 -04:00
Josh Pigford
ffd54e4065
Intercom integration (#1267) 
* Intercom integration

Includes if/else statements for various ways to reach out. Also, github/discord icons updated to SVG.

* Update app/views/layouts/_sidebar.html.erb

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>

* Update app/views/pages/feedback.html.erb

Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: Josh Pigford <josh@joshpigford.com>

* Family = Company in Intercom

---------

Signed-off-by: Josh Pigford <josh@joshpigford.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
 2024-10-08 10:50:49 -05:00
Zach Gollwitzer
591d149da9
Finalize other assets and liabilities view (#1264) 2024-10-07 20:23:33 -04:00
Zach Gollwitzer
9ebcb6fc41
Bump to v0.1.0-alpha.18 
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 2024-10-04 15:09:58 -04:00
Zach Gollwitzer
e8d7ee3270
Add tag filtering (#1240) 2024-10-04 09:17:48 -04:00
Zach Gollwitzer
1ffa13f3b3
Use DB for auth sessions (#1233) 
* DB sessions

* Validations for profile image
 2024-10-03 14:42:22 -04:00
Zach Gollwitzer
ab40289eb4
Allow users to set preferred locale in settings and provide basic date and time localization support (#1226) 
* Add basic date and time localization

* Normalize translations

* Localize transaction dates

* Removed unsupported Rails locales
 2024-10-02 14:02:17 -04:00
Zach Gollwitzer
7fabca4679
Simplify self host settings controller (#1230) 2024-10-02 12:07:56 -04:00
Zach Gollwitzer
398b246965
CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209) 
* Remove stale 1.0 import logic and model

* Fresh start

* Checkpoint before removing nav

* First working prototype

* Add trade, account, and mint import flows

* Basic working version with tests

* System tests for each import type

* Clean up mappings flow

* Clean up PR, refactor stale code, tests

* Add back row validations

* Row validations

* Fix import job test

* Fix import navigation

* Fix mint import configuration form

* Currency preset for new accounts
 2024-10-01 10:47:59 -04:00
Zach Gollwitzer
b4b4e5df31
Finalize profile settings page for v0.2.0-alpha (#1194) 
* Finalize profile settings page

* Translations

* Add ghost button to search menu
 2024-09-20 15:56:21 -04:00
Zach Gollwitzer
5942ce7e3c
Finalize transaction drawer, simplify money form helpers (#1191) 
* Finalize transaction drawer, simplify money form helpers

* Fix money form errors

* Reusable disclosure helper, fix styles

* Final style tweaks
 2024-09-20 08:38:19 -04:00
Zach Gollwitzer
730e58d763
Finish remaining transaction filters (#1189) 
* Add type filters to transaction search

* Add amount filter
 2024-09-17 10:38:02 -04:00
Zach Gollwitzer
aa6d755402
Fix styles on import modal (#1188) 
* Fix styles on import modal

* Remove stale translations
 2024-09-16 19:18:07 -04:00
Zach Gollwitzer
52d3528361
Bump to v0.1.0-alpha.17 
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 2024-09-13 17:24:46 -04:00
Zach Gollwitzer
d3d9af8bce
Add basic self hosted onboarding (#1177) 
* Add basic self hosted onboarding

* Lint fix

* Normalize translations
 2024-09-13 17:24:19 -04:00
Zach Gollwitzer
949d3d80fa
Support multi-currency transfers (#1175) 2024-09-13 11:45:19 -04:00
Tony Vincent
277e4476d9
Fix missing sync_all_button partial (#1172) 
* Fix missing sync_all_button partial

* Add missing translation

* Bring back partial

* Unify button text translation

* Add test
 2024-09-13 11:19:20 -04:00
Zach Gollwitzer
b9341ac302
Add sync status and errors to account settings page (#1169) 2024-09-11 17:24:01 -04:00
Tony Vincent
edf44bec03
Add setting to disable new user registration on self-hosted instances (#1163) 
* Add clipboard stimulus controller

* Add invite codes controller

* Setting to force invite code for new signups

* Fix erb linter

* Normalize keys

* Add POST /invite_codes

* Cleanup clipboard_controller.js

* Create invite codes on-demand

* Design changes

* Style alignment

* Update app/views/invite_codes/_invite_code.html.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>

* Update app/views/invite_codes/_invite_code.html.erb

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>

* Split into individual forms

* Fix missing styles

* Update app/javascript/controllers/clipboard_controller.js

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>

* Fix test

---------

Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
 2024-09-11 13:04:39 -04:00
Zach Gollwitzer
ac0ff35360
Update empty account states on dashboard (#1166) 
* Update empty account states on dashboard

* Translations
 2024-09-10 17:17:10 -04:00
Zach Gollwitzer
04037b8943
Consolidate transaction menu items (#1164) 
* Fix valuation frame issue

* Consolidate transactions menu items

* Translations
 2024-09-10 14:45:08 -04:00
Zach Gollwitzer
eebc07d75e
Feedback page (#1160) 
* Add feedback page

* Only show latest release on changelog

* Constrain changelog height

* Ignore sanitization warning for Github content

* Add cassette for Github release notes

* Lint fix
 2024-09-09 16:54:56 -04:00
Zach Gollwitzer
c05ee9b572
Remove unused settings temporarily (#1136) 2024-08-27 17:10:31 -04:00
Zach Gollwitzer
38c2b4670c
Categories, tags, merchants, and menus improvements (#1135) 2024-08-27 17:06:41 -04:00
Zach Gollwitzer
f82ce59dad
Fix merchants color picker (#1134) 
* Fix merchants color picker

* Lint fixes
 2024-08-26 19:18:27 -04:00
Zach Gollwitzer
52c729dc33
Bump to v0.1.0-alpha.16 
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 2024-08-23 10:39:14 -04:00
Zach Gollwitzer
eef4c2643b
Rubocop updates (#1118) 
* Minimal code style enforcement

* Formatting and lint code updates (no change in functionality)
 2024-08-23 10:06:24 -04:00
Zach Gollwitzer
359bceb58e
Vehicle view (#1117) 2024-08-23 09:33:42 -04:00
Zach Gollwitzer
e856691c86
Add Property Details View (#1116) 
* Add backend for property account details

* Rubocop updates

* Add property form with details

* Revert "Rubocop updates"

This reverts commit 05b0b8f3a4.

* Bump brakeman to latest version

* Add overview section to property view

* Lint fixes
 2024-08-23 08:47:08 -04:00
Pedro Carmona
0c1ff00c1e
Refactor: Allow other import files (#1099) 
* Rename stimulus controller

* feature: rename raw_csv_str to raw_file_str
 2024-08-19 09:25:07 -04:00
Zach Gollwitzer
e6528bafec
Bump to v0.1.0-alpha.15 
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 2024-08-16 16:09:37 -04:00
Zach Gollwitzer
1b6ce6af45
Improved UI warning states for holdings with missing data (#1098) 
* Fix security price issue flow

* Fix tooltip positioning and add tooltip for missing holding data

* Fix tooltip controller error with stale arrow target

* Lint fixes
 2024-08-16 16:08:27 -04:00
Alexander Schrot
4527482aa2
Add support for different column separator in csv import logic (#1096) 
* add col_sep to import model

* add validation for col_sep column

* add col_sep option to csv import model

* make use of col_sep option in import model

* add column separator field to new/edit action of an import

* add col_sep parameter to create/update action

* fix spacing between fields

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Alexander Schrot <alexander@axs-labs.com>

---------

Signed-off-by: Alexander Schrot <alexander@axs-labs.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
 2024-08-16 14:00:16 -04:00
Zach Gollwitzer
707c5ca0ca
Account Issue Model and Resolution Flow + Troubleshooting guides (#1090) 
* Rough draft of issue system

* Simplify design

* Remove stale files from merge conflicts

* STI for issues

* Cleanup

* Improve Synth api key flow

* Stub api key for test
 2024-08-16 12:13:48 -04:00
Alexander Schrot
c70a08aca2
add pagination to account transactions list (#1095) 
* add pagination to account transactions list

* use global pagination partial
 2024-08-16 09:00:05 -04:00
Pedro Carmona
14c4b9e93c
Refactor: Use native error i18n lookup (#1076) 2024-08-12 20:38:58 -04:00
Zach Gollwitzer
94be117a02
Deposit, Withdrawal, and Interest Transactions for Investment View (#1075) 
* Trade and Transaction builders

* Consolidate logic

* Remove redundant fields from trade form

* Add deposit, withdrawal, and interest form controls
 2024-08-09 20:11:27 -04:00
Zach Gollwitzer
f3c44464be
Update version.rb 
Bump to v0.1.0-alpha.14

Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 2024-08-09 17:42:48 -04:00
Zach Gollwitzer
e05f03b314
Allow user to add buy and sell trade transactions for investment accounts (#1066) 
* Consolidate modal form structure into partial + helper

* Scaffold out trade transaction form

* Normalize translations

* Add buy and sell trade form with tests

* Move entryable lists to dedicated controllers

* Delegate entry group contents rendering

* More cleanup

* Extract transaction and valuation update logic from entries controller

* Delegate edit and show actions to entryables

* Trade builder

* Update paths for transaction updates
 2024-08-09 11:22:57 -04:00
Tony Vincent
f315370512
Add stimulus tooltip controller (#1065) 
* Add Tooltip Stimulus controller

* Add test for tooltip

* Remove comma

* Normalize translations

* Use floating-ui instead popper

* Use component classes

* Increase cross axis value

* Cleanup

* Update app/views/accounts/show.html.erb

Use correct tailwind class

Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Signed-off-by: Tony Vincent <tonyvince7@gmail.com>

* Use default values for options

* Remove tooltip global variable

* Add arrow target

* Remove unused method

---------

Signed-off-by: Tony Vincent <tonyvince7@gmail.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
 2024-08-08 06:53:27 -04:00
Zach Gollwitzer
edda5cb35b
Bump to v0.1.0-alpha.13 
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 2024-08-02 17:10:16 -04:00
Zach Gollwitzer
ea8309eedd
Show cash + holdings value for investment account view (#1046) 
* Handle missing tickers in security price syncs

* Show combined cash and holdings value on account page

* Improve partial locals
 2024-08-02 17:09:25 -04:00
Zach Gollwitzer
c70c8b6d86
Ensure transfer name is populated (#1042) 
* Ensure transfer name is populated

* Transfer amount fallback
 2024-08-01 12:10:30 -04:00
Zach Gollwitzer
dfc7e1c30c
Bump to v0.1.0-alpha.12 
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 2024-07-26 10:48:21 -04:00
Zach Gollwitzer
7c2091b343
Basic Portfolio Views (#1000) 
* Add holdings tab to account view

* Basic portfolio UI

* Cleanup

* Handle missing holding data

* Remove synced at (implemented in separate pr)

* translations

* Tweak post sync streams

* Remove stale methods from merge conflict
 2024-07-25 16:46:04 -04:00
Zach Gollwitzer
c0e0c2bf62
Bump to v0.1.0-alpha.11 
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
 2024-07-19 16:09:05 -04:00
Zach Gollwitzer
fa08f027c7
Sync notifications and troubleshooting guides (#998) 
* Add help articles

* Broadcast sync messages as notifications

* Lint fixes

* more lint fixes

* Remove redundant code
 2024-07-18 14:39:38 -04:00
Zach Gollwitzer
e9f42c1a65
Add default currencies to forms based on preference (#994) 
* Add default currencies to forms based on preference

* Remove dev debugging
 2024-07-17 08:57:17 -04:00